Quarterly Outlook
Investor Outlook: Beyond American shores – why diversification is your strongest ally
Jacob Falkencrone
Global Head of Investment Strategy
Summary: In today's fixed income focused podcast we talk about the three major central bank rate decisions this week (BoJ, Fed, and BoE) and how the bond market is pricing policy rate trajectory long-term in the US and Europe. We also explain the barbell strategy as one way to approach the bond market these days, with Peter Garnry and Althea Spinozzi.
Listen to today’s podcast - slides are available via the link.
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